We are a boutique firm that focuses on providing the highest level of service to our clients. Our goal is to help simplify and enrich your life. We have extensive experience providing personal financial planning, business management, and tax services to high-net-worth individuals and their families, as well as to family businesses and foundations. We’ll help you manage and preserve your wealth in accordance with your personal financial goals. At PlanWise Financial Group, we have a team of professionals dedicated to exceeding our clients’ expectations, earning us our reputation as a trusted partner. Our group provides concierge-style services designed to deliver financial security to clients, so they can rest easy with the knowledge that the complex details are in the hands of their trusted advisors. We are committed to you and your long-term financial success. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, LA, MA, MD, ME, NC, NH, NJ, NM, NY, OH, OK, PA, SC, TX, VA, VT, WY. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Office Phone Number: 512-290-9020 4101 Parkstone Heights Dr., Suite 260 Austin, TX 78746 Please review our Terms of Use at www.commonwealth.com/termsofuse.html